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Daniel Brook Wanzenberg

Moody Aldrich Partners, LLC

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About Daniel Brook Wanzenberg

Daniel Wanzenberg is an Investment Advisor Representative with Moody Aldrich Partners, LLC. Daniel has been in the industry for 28 years and has experience working at various firms such as ABN AMRO INCORPORATED, LASALLE FINANCIAL SERVICES, INC., PORTFOLIO BROKERAGE SERVICES, INC., and JOHN NUVEEN & CO., INCORPORATED. Daniel specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Daniel Wanzenberg is currently registered with Moody Aldrich Partners, LLC. Moody Aldrich Partners, LLC is an investment advisor headquartered in MARBLEHEAD, MA. They manage approximately $802,328,234 in assets for 433 clients. Their advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Their client base includes corporations, individuals, pooled investment vehicles, insurance companies, and more.
Moody Aldrich Partners, LLC

18 SEWALL STREET

MARBLEHEAD, MA 01945

$802.33M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Wanzenberg’s Registration & Firm History

MA

07/21/2023 - Present

Moody Aldrich Partners, LLC (MARBLEHEAD MA)

IL

09/20/2007 - 04/03/2008

ABN AMRO INCORPORATED (CHICAGO IL)

IL

07/26/2004 - 09/25/2007

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

02/20/2002 - 07/16/2002

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

IL

03/23/1995 - 02/29/2000

JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)

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Licenses & Designations

IA

Issued 07/03/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Brook Wanzenberg.
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